Commercial Manual
2015
Contents
SECTION 1
1.1
1.2
1.3
OVERVIEW ...............................................................................................................1-1
EXPECTATIONS OF MEMBERSHIP.................................................................................................1-1
BENEFITS OF MEMBERSHIP .........................................................................................................1-1
CONTACT INFORMATION .............................................................................................................1-1
SECTION 2
REQUIREMENTS AND CERTIFICATION ..........................................................2-1
SECTION 3
ADDITIONAL INFORMATION .............................................................................3-1
3.1
3.2
3.3
STRATEGY FOR REGULAR COMMUNICATION WITH TRADE ALLIES .............................................3-1
QUALITY ASSURANCE PROTOCOLS .............................................................................................3-1
INDEMNIFICATION .......................................................................................................................3-1
APPENDIX A: TRADE ALLY APPLICATION……………………………………….……………………..A-1
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Santee Cooper Commercial Trade Ally Manual
Section 1
Overview
A Santee Cooper Trade Ally (Trade Ally) is an approved industry representative, equipment distributor, vendor, contractor and
installer working collaboratively with Santee Cooper customers interested in installing high-efficiency energy saving measures.
An application to become a Trade Ally is provided in Appendix A.
1.1
EXPECTATIONS OF MEMBERSHIP
Commercial Trade Allies are expected to adhere to all the requirements contained in the Trade Ally Application and Agreement
provided in Appendix A and summarized here. Briefly, Trade Allies are expected to:
• Fully understand and accurately inform customers about Santee Cooper’s Rebate Program,
• Assist customers in the application process by providing current application forms and supporting documentation
necessary to complete the application and qualify for a rebate,
• Assist with customer inquiries about the program and, where more information is necessary, direct commercial
customers to
o Telephone at 843-347-3399, x3910
o E-mail at commercial.energy@santeecooper.com
o Web at www.ReducetheUse.com
• Use Santee Cooper’s corporate name, trademark, trade name, logo, identity, or any affiliation on marketing or materials
(printed or electronic copy) only within the scope of approved Trade Ally member activities and only with Santee
Cooper’s prior written consent, and
• Cooperate with Santee Cooper and its Trade Ally Representative(s) to address and/or resolve customer concerns.
1.2
BENEFITS OF MEMBERSHIP
Most measures in the Santee Cooper Commercial Prescriptive and Custom Rebate Programs do not require installation by a
Santee Cooper Trade Ally.
Becoming a Trade Ally offers a number of advantages, including but not limited to:
• Improved Business Visibility – Trade Ally’s contact information will be listed on Santee Cooper’s dedicated energyefficiency website, www.ReducetheUse.com.
• Program Training – Trade Allies have the opportunity to participate in training designed to increase both technical and
sales expertise, specifically related to the rebate programs. Santee Cooper’s Rebate Program training include, but are
not limited to, equipment eligibility, rebate amounts, the application process, and the anticipated customer energy and
cost savings associated with qualifying high-efficiency equipment.
• Notification of Program Updates – The Trade Ally will receive notice of Rebate Program changes, updates, applicable
advertising campaigns, and special promotions.
• Program Support – Trade Allies can utilize the services of the Trade Ally Representative to answer questions about
Santee Cooper’s program, inquire about equipment and customer eligibility, estimate cost and energy savings, and
provide the Trade Ally support in addressing customer concerns about the program or rebates.
1.3
CONTACT INFORMATION
All questions about Santee Cooper’s Rebate Program and the Trade Ally program should be directed to the Santee Cooper
Trade Ally Representative as follows:
o Telephone: 855-259-0077 (toll-free)
o E-mail: SCTradeAlly@nexant.com
o Web: www.RTU4Business.com
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Santee Cooper Commercial Trade Ally
Section 2
Requirements and Certification
Trade Ally will recommend and/or install energy-efficient equipment or measures that meet the Program guidelines and are in
accordance with accepted industry standards.
The required certifications and training for Trade Allies to participate are given in Table 1.
Table 1: Required Certifications, Insurance, Licensing, and Training for Commercial Trade Allies
2013 Rebate Program offerings
Commercial Trade
Ally
Equipment
Manufacturer
Certification
HVAC - PTAC/PTHP rebate
X
HVAC - Unitary Air Conditioner rebate
X
HVAC - Heat pump rebate
X
HVAC - Chiller rebate
X
HVAC - Heat Pump Tune-up rebate
X
Professional
Certification
Lighting - Retrofit rebate
X
Lighting - Controls rebate
X
Building Envelope rebate
Motor Controls rebate
X
Refrigeration rebate
ACCA Manual J,
D, and/or N
Training *
W indow or
W indow Product
I nstallation
Training
I nsulation
Training
X
X
X
X
* None required at this time
Requirements for insurance, tax, and reference information are as follows by specific business concentration:
Requirements for All Contractors in the Trade Ally Network:
• Proof of Commercial General Liability Insurance providing for a total aggregate of at least $2 Million or equivalent
approved by Santee Cooper.
• The Contractor shall furnish Santee Cooper with an original copy of Proof of Insurance with Santee Cooper named as
an additional insured. Proof of Insurance shall show the minimum coverage recited above with an insurance company
acceptable to Santee Cooper.
• $300,000 (three hundred thousand dollars) of general automotive liability insurance on any vehicles used to provide
Service.
• The insurance policy shall contain a provision that the coverage afforded under the policies will not be cancelled or nonrenewed until at least thirty (30) days prior written notice has been given to Santee Cooper.
• Provide proof of Workers’ Compensation Insurance.
• Three (3) similar commercial or industrial installation references for verification by Santee Cooper. Include customer
name, address, and contact phone number.
Commercial Building Envelope Contractors will be required to meet/have:
• Requirements for All Contractors in the Trade Ally Network as listed above.
Commercial HVAC Contractors will be required to meet/have:
• Copy of current South Carolina LLR Mechanical Contractor's License. A General Contractor's license is not sufficient.
• Requirements for All Contractors in the Trade Ally Network as listed above.
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Santee Cooper Commercial Trade Ally
Motor Controls Contractors will be required to meet/have:
• Copy of current South Carolina LLR Electrician’s License.
• Requirements for All Contractors in the Trade Ally Network as listed above.
Refrigeration Contractors will be required to meet/have:
• Copy of current South Carolina LLR Refrigeration Contractor’s License.
• For those replacing motors, copy of current South Carolina LLR Electrical Contractor’s license.
• Requirements for All Contractors in the Trade Ally Network as listed above.
Commercial Lighting Contractors will be required to meet/have:
• Copy of current South Carolina LLR Electrician’s License.
• Requirements for All Contractors in the Trade Ally Network as listed above.
Appliance Vendors and Equipment Dealers will be required to provide:
• A list of rebate eligible products that vendor/dealer sells.
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Santee Cooper Commercial Trade Ally
Section 3
3.1
Additional Information
STRATEGY FOR REGULAR COMMUNICATION WITH TRADE ALLIES
A periodic newsletter will be sent to participating Trade Allies with status updates on the Santee Cooper Rebate Program,
Frequently Asked Questions, information on upcoming training and educational opportunities, and alerts to any upcoming
program changes or updates. The newsletter will be distributed via e-mail to the point(s) of contact identified by the Trade Ally.
3.2
QUALITY ASSURANCE PROTOCOLS
Santee Cooper will conduct random inspections to verify the accuracy and validity of equipment and work submitted for rebates
through its Rebate Program. Projects are selected at random, except where program guidelines dictate that an inspection is
required. Santee Cooper, at its sole discretion, may inspect the associated facility prior to or after approving the Rebate
Reservation Request, Project Application, or Lighting Workbook to confirm facility or measure eligibility, or to verify appropriate
measure installation. This inspection may include a telephone survey and/or site visit. Discrepancies from information listed on
request, application, workbook, or incorrect measure installation may delay or stop rebate payment. For program evaluation and
quality control purposes, Santee Cooper reserves the right to inspect and/or install temporary monitoring equipment on any
rebated measure prior to installation and at any time up to two years after work is completed.
3.3
INDEMNIFICATION
Contractor agrees to indemnify, save harmless and defend Santee Cooper, its agents, servants, and employees, and each of
them against and hold it and them harmless from any and all lawsuits, claims, demands, liabilities, losses and expenses,
including court costs and attorneys’ fees, for or on account of any injury to any person, or any death at any time resulting from
such injury, or any damage to any property, which may arise or which may be alleged to have arisen out of or in connection with
the work performed by the Trade Ally for Santee Cooper’s customers.
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Santee Cooper Commercial Trade Ally
Appendix A
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Trade Ally Application
Santee Cooper Commercial Trade Ally
Santee Cooper Business Rebate Program
2015 Trade Ally Application & Agreement
Current 2014 Commercial Trade Allies may complete pages 3 and 4 only, as long as your
information has not changed. Otherwise, please complete all pages (1 – 4).
Company name:
Federal Tax ID (EIN):
South Carolina retail license # (if applicable):
Contact name:
Contact title:
Company Address:
City:
State
Zip
Contact telephone #:
Contact fax #:
Contact e-mail:
Company Web site:
Our company provides services for the following types of buildings: (check all that
apply)
❏ Commercial
❏ Industrial
❏ Residential
Our company services include: (check all that apply)
❏ Water Heating
❏ HVAC
❏ Insulation
❏ Windows
❏ Duct Sealing
❏ Lighting
❏ Electrical
❏ Commercial Refrigeration ❏ Other
Our company is: (check all that apply)
❏ Contractor
❏ Distributor
❏ Manufacturer’s representative
❏ Other
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❏ Controls
Page 1 of 4
Santee Cooper Business Rebate Program
2015 Trade Ally Application & Agreement
For key company personnel please list title, education and experience in energyefficient applications. Also include any professional certifications and course work.
Licenses and Certifications:
License #
Issued to (Name)
Class
Description
Expiration
Date
What experience has your company had working with customers in the sales and
installation of energy-efficient equipment during the last five years? Please describe
experience related to each of the Trade Ally categories your company is applying for
(as checked above).
Customer references. Please list three of your commercial or industrial customers
who have installed energy-efficient equipment in the last five years.
Company name
Contact name and phone
City
Trade references. Please list three suppliers or licensed contractors from whom you
have purchased materials or received services from in the last five years.
Company name
Contact name and phone
City
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Santee Cooper Business Rebate Program
2015 Trade Ally Application & Agreement
Agreement
between Santee Cooper
and
(Trade Ally)
(Business Address)
(City State, Zip)
Santee Cooper sponsors the Santee Cooper Trade Ally Program to encourage the sales and installation of
energy-efficient equipment in commercial facilities in Santee Cooper’s service territory. This Agreement
sets forth the terms and conditions for Trade Ally Program participation.
1. Santee Cooper Marketing and Sales Support.
a. Santee Cooper, under the terms and conditions of this Agreement, may offer marketing and sales support
to the Trade Ally.
b. Santee Cooper may provide seminars on energy-efficiency technologies and program participation
procedures for the Trade Ally.
c. Contact and participation information for the Trade Ally will be listed on the program website.
2. Responsibilities of Trade Ally.
a. Trade Ally will provide proof of Commercial General Liability Insurance providing for a total aggregate
of at least $2 Million or equivalent approved by Santee Cooper. The Contractor shall furnish Santee
Cooper with an original copy of Proof of Insurance with Santee Cooper named as an additional insured.
$300,000 (three hundred thousand dollars) of general automotive liability insurance on any vehicles used
to provide Service. Proof of Insurance shall show the minimum coverage recited above with an insurance
company acceptable to Santee Cooper. The insurance policy shall contain a provision that the coverage
afforded under the policies will not be cancelled or non-renewed until at least thirty (30) days prior
written notice has been given to Santee Cooper.
b. Provide proof of Workers’ Compensation Insurance.
c. Trade Ally will recommend and/or install energy-efficient equipment in a workmanlike manner and in
accordance with accepted industry standards. In the event that any applicable statute, regulation,
ordinance or code conflicts with those standards, it shall have precedence over those standards.
d. Trade Ally will provide customers with program information consistent with the program requirements.
Trade Ally understands the eligibility requirements of the program and agrees to provide customer
support so the customer can make an informed program choice. In the event that any statute, regulation,
ordinance, and/or code conflicts with any program requirement, Trade Ally shall give precedence to
those over the program requirements. The Trade Ally further understands that they must inform the
customer of this and the impact this has on the energy efficient measure qualifying for the program’s
rebates.
e. Trade Ally who is not the installing contractor and who, upon request, recommends installation
contractor(s), will recommend (in writing) only those installation contractors who are appropriately
licensed to do the work.
f. Trade Ally will not use Santee Cooper’s corporate name, trademark, trade name, logo, identity, or any
affiliation on Trade Ally marketing or other materials (printed copy or electronic) for any reason,
including, without limitation, soliciting customers, without Santee Cooper’s prior written consent.
g. Participation in Santee Cooper’s Trade Ally Program does not guarantee a Trade Ally will receive any
referrals under this Agreement.
h. Trade Ally agrees to defend, and hold harmless Santee Cooper, its agents and employees from and
against all claims, losses, damages and expenses, including, without limitation, attorney fees at trial and
appeal, on account of injury to person or property or in any way arising out of or related to the
performance of this Agreement.
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Santee Cooper Business Rebate Program
2015 Trade Ally Application & Agreement
i. Trade Ally agrees that at no time, shall Trade Ally represent itself as an agent or representative of Santee
Cooper. Under this Agreement, Trade Ally will act as an independent contractor to provide services to the
customer, and neither Trade Ally nor any Trade Ally employee(s) shall be considered, for any
purpose, to be an employee, agent, partner or representative of Santee Cooper, and neither Trade Ally nor
any Trade Ally employee(s) shall have any power or right to bind Santee Cooper to any obligation, or act
on behalf of or in the name of Santee Cooper in dealing with customers or third parties. The parties will
not exercise any control or supervision of each other or be responsible for each other in the performance of
any service.
3. Termination of Agreement.
a. Trade Ally may terminate this Agreement by providing 30 days written notice prior to termination.
b. Santee Cooper reserves the right to terminate this Agreement for any reason, including, without
limitation, if any of the following occurs:
1. Trade Ally fails to comply with any program requirements, rules, or guidelines;
2. Trade Ally misrepresents Santee Cooper’s program to customers and/or other parties;
3. Trade Ally knowingly provides false or incorrect information to Santee Cooper, customers, and/or
other parties; or
4. Santee Cooper’s rebate program is terminated for any reason.
c. Santee Cooper will review Trade Ally status each year. In addition to the termination provision in section
b above, Santee Cooper reserves the right to terminate this Agreement if, upon such annual review,
Santee Cooper determines (1) Trade Ally has not completed at least one project installation in the past
twelve months, (2) Trade Ally has not submitted at least one valid new project in the past twelve months,
(3) Trade Ally does not have at least one active project as of January 1st of the current year, or (4) Trade
Ally does not attend mandatory program events.
d. If Trade Ally’s participation is terminated for any reason, Santee Cooper will provide customer
incentives for qualifying equipment that has been purchased and installed under the terms of a fully
executed rebate agreement prior to the termination date of the Trade Ally. Customer rebates for
equipment purchased from or installed by the terminated Trade Ally after the termination date will be
paid only after passing a final inspection conducted by Santee Cooper.
e. If Santee Cooper terminates this Agreement pursuant to section 3b(1), (2), (3), or (4) above, Trade Ally
will be ineligible from participating in the Santee Cooper Trade Ally Program. If Trade Ally is excluded
from program participation, any rebate agreements submitted by customers purchasing equipment from
this Trade Ally may not be honored.
f. Santee Cooper and its agents shall not be liable for any commitments that are not in compliance with
Program Requirements. Further, Santee Cooper and its agents shall not be liable for any rebates if Trade
Ally has provided incorrect information about the amount or conditions associated with receiving such
rebate, or for rebate ineligibility resulting from equipment that is mislabeled or misrepresented by the
Trade Ally.
❏Trade Allies requesting a waiver of the program insurance requirement, please check this box to indicate
that no on-site work at customer facilities will be performed and acknowledges that if work is done onsite by Trade Ally or sub-contractor bound to this Trade Ally, this Agreement will be terminated.
Trade Ally acknowledges and understands this Agreement and has elected by signing below to
participate in Santee Cooper’s Trade Ally Program.
Signature:
Title:
Name (printed):
Date:
Our company’s business classification is: (check one)
❏ Corporation ❏ Partnership ❏ Sole Proprietor/ Individual ❏ LLC ❏ Other (describe):
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General Program Information: (843) 347-3399
Trade Ally Representative: (843) 742-9250
commercial.energy@SanteeCooper.com
SCTradeAlly@nexant.com